Bob is the Chief Executive Officer and a founding partner of White Blaze Wealth Management. He is a Wealth Advisor who works actively with clients and their families as a valued professional while also providing mentoring, coaching and leadership within the team. Bob also co-chairs the firm’s Investment Committee.
Bob is celebrating 35 years in the wealth management industry, having started his career in 1989. He earned the distinction of Rookie of the Year in Northeast Ohio in 1990, and in 1996 he founded a successful independent solo practice. In 2009, Bob became a founding partner of Stratos Wealth Partners and began to evolve his practice into a successful ensemble team, White Blaze Wealth Management, to support the long-term financial needs of multi-generational families.
Bob grew up in Beachwood, OH and received his Bachelor of Science degree in Finance from The Ohio State University, as well as a Master of Business Administration from Arizona State University. He also earned his CERTIFIED FINANCIAL PLANNER™ designation in 1996.
Together with his wife, Tammy, they have three sons and daughters-in-law, Lindsay and Ryan, Angela and Kyle, and Nicole and Jack. They are better known as “Grammy and Pops” to their four grandchildren, Violet, William, Ellis and Elias. Bob and Tammy reside in Moreland Hills, OH with their dog, Loki.
Outside of White Blaze, Bob enjoys outdoor fitness activities, including softball, hiking and mountain biking, attending concerts, and spending time with family. Bob is an avid reader, particularly on the topics of value investing, history of the American West, biographies, and adventure.